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FineMark National Bank & Trust’s Simon Property Group SPG Stock Holding History

FineMark National Bank & Trust’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,367
Closed -$204K – 377
2019
Q4 		$204K Buy
1,367
+25
+2% +$3.75K 0.01% 366
2019
Q3 		$209K Buy
+1,342
New +$209K 0.01% 353
2019
Q1 		– Sell
-1,239
Closed -$208K – 345
2018
Q4 		$208K Hold
1,239
– – 0.01% 313
2018
Q3 		$219K Sell
1,239
-1,520
-55% -$269K 0.01% 297
2018
Q2 		$470K Buy
2,759
+17
+0.6% +$2.71K 0.03% 263
2018
Q1 		$423K Buy
2,742
+45
+2% +$7.16K 0.03% 264
2017
Q4 		$463K Sell
2,697
-416
-13% -$67.6K 0.03% 238
2017
Q3 		$501K Sell
3,113
-529
-15% -$84.5K 0.03% 234
2017
Q2 		$589K Sell
3,642
-171
-4% -$27.8K 0.04% 203
2017
Q1 		$656K Sell
3,813
-141
-4% -$25.2K 0.05% 187
2016
Q4 		$703K Sell
3,954
-25
-0.6% -$4.64K 0.06% 175
2016
Q3 		$823K Sell
3,979
-50
-1% -$10.8K 0.09% 161
2016
Q2 		$875K Hold
4,029
– – 0.1% 158
2016
Q1 		$836K Hold
4,029
– – 0.1% 152
2015
Q4 		$783K Sell
4,029
-66
-2% -$12.8K 0.09% 159
2015
Q3 		$752K Buy
4,095
+1,641
+67% +$301K 0.1% 160
2015
Q2 		$424K Buy
2,454
+500
+26% +$91.9K 0.06% 236
2015
Q1 		$382K Buy
1,954
+351
+22% +$68K 0.05% 250
2014
Q4 		$292K Sell
1,603
-150
-9% -$26.6K 0.04% 283
2014
Q3 		$288K Sell
1,753
-27
-2% -$4.54K 0.05% 277
2014
Q2 		$296K Sell
1,780
-181
-9% -$29.6K 0.05% 269
2014
Q1 		$302K Sell
1,961
-665
-25% -$99.1K 0.06% 256
2013
Q4 		$376K Sell
2,626
-1,059
-29% -$153K 0.08% 212
2013
Q3 		$514K Sell
3,685
-1,378
-27% -$200K 0.13% 159
2013
Q2 		$753K Buy
+5,063
New +$812K 0.23% 97

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FineMark National Bank & Trust's SPG Position: Q1 2020 in Review

FineMark National Bank & Trust sold out of Simon Property Group (SPG) in Q1 2020, closing a stake of 1,367 shares — an estimated $204K sold.

FineMark National Bank & Trust first reported a position in SPG in Q2 2013 and held it in 25 quarters. The position peaked at $875K in Q2 2016. 664 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • FineMark National Bank & Trust reported no remaining Simon Property Group position as of Q1 2020 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,367 Simon Property Group shares in Q1 2020, an estimated $204K.
  • FineMark National Bank & Trust first reported a position in Simon Property Group in Q2 2013 and held it in 25 quarters.
  • FineMark National Bank & Trust's Simon Property Group position peaked at $875K in Q2 2016.
  • 664 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on FineMark National Bank & Trust's 13F filing for Q1 2020, filed 6 May 2020.